Become a Member
Become an
FOA Member
A membership with Family Office Association is a ticket to greater success, education, and growth. You will gain access to top speakers in various industries, exclusive events, online and in-person resources, and so much more. Find success with an FOA membership.
Criteria
Minimum Net Worth
Typically exceeding $100 million AUM.
Family Office Structure
Either a formal family office is equivalent or in place, or in the process of being established.
Ivestment Portfolio Diversity
Substantial investments across multiple asset classes.
Legacy Planning
Interest in long term wealth preservation and intergenerational wealth transfer.
Networing Needs
Seeking peer interactions with similar wealth and interest brackets for insights and opportunities.
Philanthropic Engagement
While not required, many of our members prioritize active participation in philanthropy or the desire to develop a philanth
Criteria
Accumulating Wealth
You must demostrate trajectory towards significant wealth accumulation and a commitment to establishing a family office or equivalent structure.
Financial Sophistication
Some degree of financial literacy or willingness to learn.
Wealth Management Needs
Seeking information and education relating to wealth protection, tax strategies, and estate planning.
Professional Growth
In pursuit of professional development and wealth management education.
Networking Aspirations
Looking to connect with peers and mentors for growth and opportunity sharing.
Investment Interests
Actively engaged in or seeking to diversify investment opportunities (though FOA does not actively participate in any investment activities or deal-making).
Innovator Membership
The FOA Innovator membership is designed for companies at the forefront of innovation, from the seed stage to series C and beyond. This membership focuses on fostering long-term relationships with family offices, emphasizing the importance of early and consistent interaction, thought leadership, and the mutual exchange of value within FOA.
Criteria
Invitation
You must be invited by an existing FOA member who has previously invested in the company or approved through our application process and reference check.
Demonstrated Innovation
Provide evidence of your company's innovative approach, such as patents, awards, recognition from industry experts, or successful product launches that have disrupted the market.
Scalability and Growth Potential
Showcase your company's potential for scalability and sustained growth, including evidence of market traction, customer acquisition, and expansion strategies.
Participation
Active participation in the FOA monthly innovator web meetings, discussion forums, and other FOA activities made available to innovator members.
Alignment with FOA Values
Demonstrate how your company's mission, values, and objectives align with the values of the FOA community, such as a commitment to ethical business practices, social responsibility, and long-term sustainability.
Track Record of Collaboration
Highlight past collaborations or partnerships with family offices, demonstrating your ability to effectively engage with SFOs and deliver value through mutual cooperation and strategic alliances.